Assistant Relationship Manager, Global Subsidiaries
Standard Chartered Bank
Dar es Salaam, Tanzania
Full-Time
21st February 2019
About Standard Chartered
We are a leading international bank focused on helping people and companies prosper across Asia, Africa, and the Middle East.
To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.
We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organization. This, in turn, helps us to provide better support to our broad client base.
JOB PURPOSE
- Primarily responsible for providing direct sales support on post origination activities like documentation, reporting, etc by engaging with client, CRC, legal, compliance, etc
- Active engagement with client and also with the product partners to ensure high level of utilization of regular limits.
- Work with the RM on a specified portfolio and jointly responsible for the revenue growth
- Ensure high standards of hygiene (including OR, Portfolio Management, Credit risk, etc) in the portfolio.
KEY RESPONSIBILITIES
Origination
- Strongly assist the RM in origination by preparing pitch book, industry leads, etc.
- Assist the RM and CA in preparing briefing notes for senior management visits.
- Document the client meetings attended by preparing a call report via the CRM system
- Ensure timely completion of account opening formalities of the client including collection of documents, signature verification etc., by liaising with cash operations & the CCM – Specialist teams.
- Work in partnership with FM to setup FEDS/MUREX ID and ISDA request
Client on-boarding & deal execution
- Assist the RM in liaising with Legal & Compliance, CRC and clients to resolve documentation issues like T & C deviations for standard documents.
- Obtain approval for modification in standard documentation wherever necessary from appropriate authority.
- Ensure documentation is completed and the limits loaded properly to ensure faster execution of the transaction.
- Work with the CDD team to ensure eCDDs are created and renewed on time.
- Seek approval from various authorities for the release of trade offerings and release the deal in IMEX.
Account Management and portfolio quality
- Actively engage with client and also with the product partners to ensure high level of utilization of regular limits
- Work closely with product partners for coordinating client training for non- lending products. (Client training to be conducted by Product Partners.)
- Track past dues and excesses in the portfolio meticulously and ensure they are regularized on time. Any exceptions to be highlighted to CA and RM.
- Seek necessary approvals, wherever required and release trade offerings on time to ensure faster TAT on trade transactions.
- Co-ordinate with Ops / GSSC for any rectifying any ops related issues and issue SIFs wherever required within the authority.
- Ensure document deficiencies are minimum (as reflected by DDR, GDR, etc) and are rectified on time.
- Liaise with other banks for information sharing and seeking opinion reports and respond to NOC requests from other banks/NAK etc.
- Liaise with FAM/GAM/RAM for day to day account maintenance and operational issues.
- Arrange for stock inspection/Valuation
- Ensure correctness of data in SCI/CRM/CPPR, etc. Attend portfolio review meetings along with RM/CA/Team leaders
- Track and action on Failed Trade Report\
- Ensure compliance of all internal/regulatory policies & regulations.
